Question

What are the best practices for using client tasks? How can I help my clients understand and gain comfort with that form of engagement?

  • 4 August 2021
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Userlevel 4
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What are the best practices for using client tasks? How can I help my clients understand and gain comfort with that form of engagement?


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Userlevel 3
Badge +7

The Karbon support site has a whole section regarding client tasks - https://help.karbonhq.com/en/collections/102205-client-tasks

Within the guides area, there's a video and an email you can use to share with your clients to introduce them to client tasks. I recommend getting comfortable with client tasks and their reminders first prior to having them auto-sending at the beginning of work items. I hope this helps :)

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